Plan Sponsor Newsletter: Navigating 2026 with Confidence
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Newsletter: Navigating 2026 with Confidence
This quarter’s newsletter explores the key regulatory, workforce, and fiduciary shifts shaping retirement plan strategy in 2026. Here’s what plan sponsors need to know:
What Plan Sponsors Need to Know in 2026
New SECURE 2.0 provisions, including Roth catch-up contributions, super catch-up limits, long-term part-time eligibility, and plan document restatements, taking center stage this year. Learn how these updates may impact payroll, communications, and plan operations.
Litigation Updates for 401(k) Committees
Recent court cases provide clearer guidance on prudent processes, meaningful benchmarking, ESG considerations, and fiduciary oversight. Read on to learn more about the court cases and themes shaping committee responsibilities.
Changes in the Labor Force and the 401(k) Plan
Baby Boomers continue retiring, Gen X is expanding leadership roles, Millennials juggle competing priorities, and Gen Z enters the workforce strong. Explore how generational shifts influence plan design, participation, and employee financial needs.
WORCESTER
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Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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